Tax Intermediate Analyst - Tax Information Reporting

Citigroup Inc.; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Citi in Mumbai seeks a Tax Information Reporting professional to handle end-to-end tax activities, validate forms, and ensure compliance with FATCA/CRS. You will act as SME, support process re-engineering, and coordinate with stakeholders to strengthen controls.

The role requires strong communication, project management, and familiarity with Excel, PowerPoint, and data tools like Power BI. Some automation experience is a plus.

Qualifications

• Basic understanding of U.S. tax information reporting rules.
• Familiar with IRS Forms W-9/W-8, 1098/1099/1042-S, 945/1042.
• Excellent communication skills to engage internal stakeholders.
• Ability to examine processes and support re‑design and automation.
• Ability to act as a change agent for organizational initiatives.
• Project management experience and strong organizational skills.
• Ability to interact with all levels of internal customers and senior management.
• Liaison with Corporate Tax for advisory inquiries and policy.
• Strong MS Office skills; knowledge of Power BI, Python, KNIME, Xceptor preferred.

Responsibilities

• Execute tax information reporting tasks: validation, withholding, and reporting.
• Serve as SME for tax information reporting; lead initiatives as needed.
• Support centralized hub migration and governance.
• Collaborate with stakeholders to improve controls and compliance.
• Assist audits by tax authorities and internal audit.

Skills

Assessment

Credible Challenge

Financial Acumen

Management Reporting

Risk Management

Tools

Excel

PowerPoint

Power BI

Python

KNIME

Xceptor

Job description

As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do. We keep the bank safe and provide the technical tools our workers need to be successful. We design our digital architecture and ensure our platforms provide a first-class customer experience. Our operations teams manage risk, resources, and program management. We focus on enterprise resiliency and business continuity. We develop, coordinate, and execute strategic operational plans. Essentially, Enterprise Operations & Technology re-engineers client and partner processes to deliver excellence through secure, reliable, and controlled services. Tax Information Reporting (TIR) is responsible for end-to-end client tax activities including validation of client tax certifications, withholding, information reporting under Internal Revenue Service, Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS) regimes, Citi-wide governance, and US non-income tax including sales & use tax, personal property tax, and others. Our commitment to diversity includes a workforce that represents the clients we serve globally from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together.

• Execute functions from the Tax Information Reporting process tree including, but not limited to, tax form validation, withholding, information reporting, legal entity maintenance, and governance
• Act as a tax information reporting specialist (and potentially team leader) to execute operational and project initiatives
• Act as an internally and externally recognized subject matter expert
• Migration of work into our centralized hub
• Support Service Delivery model with all stakeholders
• Identify and participate in process re-engineering and re-design activities to achieve better controls, compliance, and efficiencies
• Support audits by tax authorities and Internal Audit
• Support Technology projects from a tax technical perspective
• Contribute towards departmental requirement to adhere to strict regulatory and compliance requirements per tax authority and Citi policy
• Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas

• Working Environment: office setting, minimal travel required.
• Effort: minimal physical effort required.

1.Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons

2.Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042

3.Excellent communication skills to drive engagement and close interactions with key stakeholders.Provide basic advisory services primarily for internal clients

4.Ability to examine processes and procedures, experience with Process Re-engineering.Re-design and Process Automation experience is preferred

5.Ability to act as a change agent for organizational and product transformational initiatives

6.Project Management experience preferred and strong organizational skills required

8.Ability to interact with all levels of internal customers and senior management

9.Liaison with Corporate Tax for complex tax advisory inquiries and policy requirements

Strong Microsoft Office skills including Microsoft Excel and PowerPoint

Experience with Power BI, Python, KNIME, Xceptor, or other digital tools is preferred

Job Family Group:

Finance

Job Family:

Tax

Time Type:

Full time

Most Relevant Skills

Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk Management.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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